The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
Fund filings (PDF) »
Chad Meade (Started: Sep 5, 2013)
Brian Schaub (Started: Sep 5, 2013)
# Contact ?>
Meridian, 660 E. Sir Francis Drake Blvd., Suite 306, Larkspur, CA, USA